AI Computing Expansion Drives Optical Communication Surge; Multiple Stocks Up Over 80% in August

As AI computing infrastructure continues to expand, demand for high-speed optical interconnects is growing rapidly. Since August, multiple optical communication sub-sectors, including optical fiber and co-packaged optics (CPO), have remained active. Data show that several stocks, such as Hengdong Guang, Changyingtong, and Taichen Guang, have accumulated gains exceeding 80%.

On August 14, Nvidia announced that its Spectrum-X Ethernet silicon photonic switch has entered full mass production. This product is the world's first 200G/lane CPO Ethernet switch system to reach volume production. Built on the Spectrum-6 switch chip, it reduces the number of lasers to one-quarter of traditional solutions, cuts power consumption to one-fifth, lowers optical loss from approximately 22dB to about 4dB, and improves signal integrity by 64 times.

In the first half of 2026, Zhongji Innolight, Eoptolink, and T&S Communications reported revenue increases of 182.49%, 100.34%, and 15.15% year-on-year, respectively. Their net profits attributable to shareholders rose by 241.70%, 90.98%, and 33.92%, respectively. Changfei Optical Fiber achieved net profit attributable to shareholders of RMB 2.925 billion, up 888.88% year-on-year. Hengtong Optic-Electric's optical communication business revenue grew by more than 130% in the first half, with gross margin exceeding 60%.

According to data from the National Bureau of Statistics, from January to July, profits in the fiber optic manufacturing, optical cable manufacturing, and communication system equipment manufacturing sectors within the electronics and communication equipment industry increased by 468.4%, 62.6%, and 55.0% year-on-year, respectively. Yuanjie Technology plans to invest in the construction of the Yuanjie Semiconductor Technology Industrial Park project to break through capacity bottlenecks and expand the production scale of high-end laser chips. Cambridge Industries Group plans to continue increasing capacity at its multiple factories in Jiashan and its Malaysia plant in the second half of the year, accelerate the construction of its Mexico facility, and strive to complete an expansion target of no less than 6 million units by year-end.